Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner
Editorial Reviews
Book Description
New trend in financial planning pays dividends for advisors who can deliver holistic life guidance.
Helping clients use their money to make a life rather than using their lives to make money is the new paradigm for financial planners. Your Clients for Life is the definitive "how to" book on the revolutionary and lucrative trend of "Financial Life Planning".
"Financial Life Planning" is an innovative, lifestyle centered approach that helps clients clarify goals in all areas of their lives and design a financial strategy to support them. The payoff for advisors is a more lucrative practice built on lifetime client relationships. In Your Clients for Life, financial industry experts Mitch Anthony (with contributions from Barry LaValley and Carol Anderson) supplies the guidance and strategies advisors need to serve clients in this more holistic manner.
--This text refers to the
Hardcover
edition.
About the Author
A nationally respected authority on communications and relationship building within the financial industries, Mitch Anthony is committed to helping the industry formulate a new role for financial advisors.
--This text refers to the
Hardcover
edition.
Your Clients for Life : The Definitive Guide to Becoming a Successful Financial Planner,Mitch Anthony,Kaplan Business,141952108X,Business & Economics,Business/Economics,Consumer Finance,Finance,Finance, Personal,Financial Accounting,Financial planners,Financial planning industry,Personal Finance - General,Strategic Planning,Vocational guidance,Business & Economics / Personal Finance / General,Personal finance
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